Software Account Executive - Level 2

Location: Must be located South Central Region (TX, NM, CO, NE, KS, OK, MO, AR, and LA)About the Team At Casebook, our Revenue team is the engine behind growth and client success. This team of driven and customer-focused professionals partners with organizations to understand their needs and deliver tailored solutions that empower their missions. Through strategic sales, consultative partnerships, and data-driven insights, they drive new business, retention, and expansion. Their work ensures Casebook continues to grow sustainably while creating meaningful impact for human services organizations.Your ImpactA team member at Casebook PBC plays a key role in advancing our mission to improve outcomes for at-risk children and families through transformative software solutions. They are dedicated to Casebook's vision: The Casebook Platform is built specifically to serve the needs of those that serve others and is: Human Centric, Always Current, Future Proof, and our mission: Develop transformative software to promote best practices and drive improved outcomes in human services. This individual exemplifies the Casebook values and works collaboratively to achieve the organization's goals.As a Software Account Executive II, you’ll play a pivotal role in driving revenue growth and strengthening client relationships through tailored software solutions. You’ll collaborate with a diverse, high-performing team that includes client stakeholders, sales engineers, customer success managers, and product specialists to deliver impactful results and ensure exceptional client satisfaction. What You’ll Do (Responsibilities)Share the benefits of Casebook’s products to prospective customers in the United States and Canada: SMB nonprofits in human services/social services, Local and state government agencies and departments, Tribal government organizations. Develop and execute a territory plan to achieve the revenue necessary to attain quota. Quota is 3x On Track Earnings (OTE). Generate sales leads from existing and new relationships and follow up on marketing-generated leads.Maintain a healthy pipeline and provide accurate sales forecasts.Have the ability to establish strong business relationships with nonprofit and government leaders.Develop sales opportunities into signed deals.Monitor the market, maintaining an awareness of competitor activity and passing this information, through proper channels, to the product management and sales teams.Work cross-functionally with SDR and Solutions Consulting teams to align outreach strategies and deliver data-driven solution recommendations.Maintaining up-to-date records in our CRM.Ability to travel approximately up to 30%, sometimes on weekends for conferences, client meetings, or internal meetings.